The term picking on Deskera Mobile App means selecting the products purchased from your customers based on the sales invoices that you have generated. By referring to the sales invoices, your warehouse assistant will proceed to pick the type and quantity of products before shipping them.
Every company has its own picking strategy that is best applied according to their warehouse. There are few factors companies have to consider when deciding on the picking strategy such as the warehouse’s layout, the volume of the orders and the technology they're using.
You can select the “Pick” module on the dashboard to view the list of all existing Picking orders in the system. Before that, you are required to connect to the Deskera web in order to push the documents to the picking list. Once your quotes/invoices are pushed to the Pick Module, the data will be sync to the mobile app.
Fig.1: Picklist Overview Fig.2: Picklist Details
Fig.3: Manual input the quantity to be picked. Fig.4: Filter the picking list based on the status
Follow the instructions below in order to Pick the products based on sales invoices:
- Once you have pushed your Quote/Invoice document to Pick Pack Ship on Deskera web, the document will be reflected in the Pick, pack and ship Module under the pending column.
- Click on generate picklist in order to push to document to the picking list. The document will be shown in the Pick Module of Deskera Mobile App.
- Fig.1 shows the list of documents send for picking on Deskera web and it's sync to the mobile app.
- Tap on the Pick button. Next, tick the checkbox of the product for picking. You may scan the barcode if applicable.
- Enter the number of products to be picked and hit on the Done button.
To filter the status of your products, you can tap on the drop-down arrow of the status on the top right of the screen. There is three status you can view such as:
- Ready to pick: The documents are reflected as a grey circle checkbox in the Picking List Overview. None of the products are picked yet.
- Picking in Progress: The documents are reflected as half grey and half blue in color circle checkbox. Only some of the products are picked.
- Picked: The documents are reflected as a blue circle checkbox in the Picking List Overview. All the products are already picked.
Select the status of the documents you wish to view and tap on the Done button. The documents will be reflected based on the type of status you have chosen.
In the next article: Read more on removing products on Deskera Mobile App.